We are live on ! Find out more
IJJ icon

iShares S&P Mid-Cap 400 Value ETF

841 hedge funds and large institutions have $5.76B invested in iShares S&P Mid-Cap 400 Value ETF in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 290 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

26% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 290

Holders
841
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$212K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
426
Silver Oak Securities
Tennessee
$506K
FA
427
Financial Alternatives
California
$504K
SC
428
SouthState Corp
Florida
$501K
LWM
429
Liberty Wealth Management
California
$497K
CAM
430
Close Asset Management
United Kingdom
$495K
TSW
431
Thompson Siegel & Walmsley
Virginia
$486K
TWM
432
Topsail Wealth Management
North Carolina
$485K
LOWM
433
Laurel Oak Wealth Management
New Jersey
$482K
DA
434
Doliver Advisors
Texas
$479K
KPWS
435
Kestra Private Wealth Services
Texas
$474K
CL
436
Choreo LLC
Illinois
$472K
FM
437
Foster & Motley
Ohio
$469K
WS
438
Wedbush Securities
California
$467K
FFG
439
Fiduciary Financial Group
California
$466K
WAP
440
Wealthcare Advisory Partners
Pennsylvania
$462K
SIC
441
Sigma Investment Counselors
Michigan
$461K
GTAM
442
Global Trust Asset Management
Florida
$461K
PA
443
PFG Advisors
Arizona
$459K
GA
444
Goldstein Advisors
Wisconsin
$453K
AUB
445
Atlantic Union Bankshares
Virginia
$453K
VW
446
Veridan Wealth
Oregon
$452K
BHBT
447
Burke & Herbert Bank & Trust
Virginia
$449K
SFGM
448
Stonebridge Financial Group (Missouri)
Missouri
$449K
ATC
449
Argent Trust Co
Tennessee
$447K
BFO
450
Boston Family Office
Massachusetts
$444K